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Portfolio (Quarterly) Guide ↗

SAYBROOK CAPITAL /NC

· CIK 0001044924
13F Portfolio $371M AUM 42 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 4 Added 10 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 V Visa Inc Financial Services 63,668.0 $19.2M 5.18% +725.0 +1.1% $302.24 +8.1%
2 NKE Nike Corp Consumer Cyclical 197,087.0 $10.4M 2.80% +4K +2.1% $52.82 -19.8%
3 MA Mastercard Financial Services 16,310.0 $8.1M 2.19% +515.0 +3.3% $499.66 -2.3%
4 MSFT Microsoft Corp Technology 16,010.0 $5.9M 1.60% +745.0 +4.9% $370.17 +1.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 32.0%
Industrials 20.4%
Technology 14.9%
Financial Services 13.8%
Consumer Defensive 7.9%
Basic Materials 6.1%
Consumer Cyclical 3.7%
Healthcare 1.0%
Energy 0.1%